Compare · 3 funds side by side · dividends reinvested

USOY, FDL and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,813FDL · best of the three

Story of the three · IncomeMost incomeUSOY · 54.36% · $5,436 a year on $10k

Story of the three · RiskSmallest drop

USOY, FDL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.36%+58.0%+59.2%[…][…]−25.5%39.1%$73M2.0

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.58%+25.6%+29.1%+23.6%+14.7%−7.2%12.6%$8.5B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: USOY 2024 · FDL 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $73M[…]

USOY

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$19,813

$10,000 five years ago, dividends reinvested

USOYMeasure

More Ways to See the Pairs

USOY vs FDL: Top 5 Holdings

Today

USOY

[…]in top 5

FDL

in top 533.1%

USOYStockFDL

not top 5CVX8.6%

not top 5VZ6.8%

not top 5PFE6.2%

not top 5PM6.2%

not top 5PEP5.2%

Cost, Income and Risk

Fees: USOY, FDL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDL0.43%$43

USOY1.12%$112

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: USOY, FDL, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

FDL

+58.0%Year to dateJan 1 → Nov 13+25.6%

+59.2%1 yearTotal return+29.1%

[…]3 years · per year$10,000 became […] · $18,894+23.6%

[…]5 years · per year$10,000 became […] · $19,814+14.7%

1.12%Expense ratio$112 · $43 a year on $10k · lower is better0.43%

54.36%Trailing 12-mo yield$5,436 · $358 a year on $10k3.58%

−25.5%Worst dropSmaller is better−7.2%

39.1%VolatilityLower is calmer12.6%

USOYFDL Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

USOY vs FDL Returns, Every Period

1Y

DefianceUSOY

+59.2%

past year

FDLFirst Trust

+29.1%

past year

USOYFDLFaded: behind in that period

2–0USOY wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

USOY vs FDL

YTD

DefianceUSOY

+58.0%

FDLFirst Trust

+25.6%

+58.0%Year to date+25.6%

−25.5%Worst drop · 1Y−7.2%

39.1%Volatility · 1Y12.6%

54.4%Yield3.6%

$72.8MAssets$8.5B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

54.36%highest, USOY

FundTrailing yieldYield$10k

USOY54.36%$5,436

FDL3.58%$358

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,324most kept, USOY

USOY$5,436 − $112 = $5,324

FDL$358 − $43 = $315

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: USOY, FDL, SCHD

Today

35.1%most shared, FDL and SCHD

USOYFDLSCHD

USOY—[…][…]

FDL[…]—35.1%

SCHD[…]35.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+59.2%USOY, at 39.1% volatility

SCHDWorst drop−6.9%11.7% vol

FDLWorst drop−7.2%12.6% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+58.0%Year to date+34.9%

54.4%Yield2.9%

+59.2%Past year+37.5%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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USOY, FDL and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three